Ken Griffin’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Ken Griffin’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$587K	Buy	22,979 +7,970	+53%	+$204K	﹤0.01%	8915
2025 Q4	$384K	Sell	15,009 -7,309	-33%	-$187K	﹤0.01%	9623
2025 Q3	$572K	Buy	+22,318	New	+$571K	﹤0.01%	8804
2025 Q2	–	Sell	-22,219	Closed	-$562K	–	13656
2025 Q1	$562K	Buy	+22,219	New	+$561K	﹤0.01%	8234
2022 Q2	–	Sell	-18,415	Closed	-$469K	–	13404
2022 Q1	$469K	Sell	18,415 -10,243	-36%	-$270K	﹤0.01%	9547
2021 Q4	$781K	Sell	28,658 -10,484	-27%	-$285K	﹤0.01%	8556
2021 Q3	$1.07M	Buy	39,142 +24,820	+173%	+$682K	﹤0.01%	7989
2021 Q2	$393K	Sell	14,322 -43,469	-75%	-$1.19M	﹤0.01%	10607
2021 Q1	$1.57M	Buy	57,791 +40,686	+238%	+$1.12M	﹤0.01%	6993
2020 Q4	$472K	Buy	+17,105	New	+$468K	﹤0.01%	8250
2020 Q3	–	Sell	-20,019	Closed	-$542K	–	10347
2020 Q2	$542K	Sell	20,019 -4,802	-19%	-$128K	﹤0.01%	6927
2020 Q1	$651K	Buy	+24,821	New	+$653K	﹤0.01%	6047

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ken Griffin's IBMQ Position: Q1 2026 in Review

Ken Griffin increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 53% in Q1 2026, buying an estimated $204K and bringing the position to 22,979 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #8915.

Ken Griffin first reported a position in IBMQ in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.57M in Q1 2021. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

Ken Griffin held 22,979 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $587K as of Q1 2026.
Ken Griffin bought 7,970 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $204K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #8915 holding.
Ken Griffin first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2020 and has held it in 12 quarters since.
Ken Griffin's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.57M in Q1 2021.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.